Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMRI
1501
DELISTED
Albany Molecular Research Inc
AMRI
| $3.53M | 0.01% |
177,593
+8,052
| +5% | +$160K |
|
1502
Cross Country Healthcare
CCRN
$415M
| $3.52M | 0.01% |
214,662
+11,545
| +6% | +$189K |
|
1503
KB Home
KBH
$4.59B
| $3.51M | 0.01% |
284,894
+2,841
| +1% | +$35K |
|
|
X
1504
DELISTED
US Steel
X
| $3.51M | 0.01% |
439,335
-14,367
| -3% | -$115K |
|
1505
CareTrust REIT
CTRE
$7.62B
| $3.47M | 0.01% |
316,908
+13,005
| +4% | +$142K |
|
|
LNKD
1506
DELISTED
LinkedIn Corporation
LNKD
| $3.46M | 0.01% |
15,382
+195
| +1% | +$43.9K |
|
|
UTEK
1507
DELISTED
Ultratech Inc.
UTEK
| $3.45M | 0.01% |
173,975
+1,786
| +1% | +$35.4K |
|
|
ECHO
1508
DELISTED
Echo Global Logistics, Inc.
ECHO
| $3.45M | 0.01% |
169,049
+7,587
| +5% | +$155K |
|
1509
TruBridge
TBRG
$310M
| $3.45M | 0.01% |
69,268
+3,045
| +5% | +$151K |
|
1510
GoDaddy
GDDY
$20.6B
| $3.44M | 0.01% |
107,390
-4,845
| -4% | -$155K |
|
1511
Werner Enterprises
WERN
$1.72B
| $3.43M | 0.01% |
146,611
+3,699
| +3% | +$86.5K |
|
|
CUDA
1512
DELISTED
Barracuda Networks, Inc.
CUDA
| $3.43M | 0.01% |
183,500
-73,015
| -28% | -$1.36M |
|
1513
BioMarin Pharmaceuticals
BMRN
$10.7B
| $3.42M | 0.01% |
32,656
+416
| +1% | +$43.6K |
|
|
IVC
1514
DELISTED
Invacare Corporation
IVC
| $3.42M | 0.01% |
196,747
+8,827
| +5% | +$153K |
|
|
OAK
1515
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $3.42M | 0.01% |
71,690
-3,865
| -5% | -$184K |
|
1516
StoneX
SNEX
$5.14B
| $3.39M | 0.01% |
+228,170
| New | +$3.39M |
|
|
FARO
1517
DELISTED
Faro Technologies
FARO
| $3.38M | 0.01% |
114,507
+5,066
| +5% | +$150K |
|
|
UBA
1518
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.36M | 0.01% |
174,554
+7,456
| +4% | +$143K |
|
|
KRA
1519
DELISTED
Kraton Corporation
KRA
| $3.34M | 0.01% |
200,909
+3,646
| +2% | +$60.6K |
|
1520
FibroGen
FGEN
$50.3M
| $3.31M | ﹤0.01% |
4,350
+342
| +9% | +$261K |
|
|
CPLA
1521
DELISTED
Capella Education Company
CPLA
| $3.3M | ﹤0.01% |
71,432
+2,199
| +3% | +$102K |
|
1522
OneSpan
OSPN
$591M
| $3.27M | ﹤0.01% |
195,420
+8,845
| +5% | +$148K |
|
1523
Hilton Worldwide
HLT
$65.4B
| $3.27M | ﹤0.01% |
50,868
+571
| +1% | +$36.7K |
|
|
NGLS
1524
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
| $3.24M | ﹤0.01% |
195,990
+29,771
| +18% | +$492K |
|
|
FLIC
1525
DELISTED
First of Long Island Corp
FLIC
| $3.19M | ﹤0.01% |
159,504
-14,210
| -8% | -$284K |
|